Adviser and broker representative · Osaic Wealth, Inc.
Clayton J. Winkler
CRD 4348246 · Auburn Hills, MI
At a glance
Clayton J. Winkler is an investment adviser representative with Osaic Wealth, Inc. in Auburn Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clayton’s SEC record dates to 2001, about 25 years ago. Clayton is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since January 2024Auburn Hills, MI · $235B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Clayton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Anthony A. BonanniAuburn Hills · Certified Financial Planner
- David A. BondAuburn Hills
- Ashley HarrisonAuburn Hills
- Stephen T. HuberAuburn Hills · Certified Financial Planner
- David L. Krahn Jr.Auburn Hills
- Peter R. Singler Sr.Auburn Hills
- John F. WilkinsonAuburn Hills
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